South Korea's SK Group, previously considering a restructuring of its battery business, is now moving forward with a significant merger between SK Innovation (SKI) and SK E&S. This merger is set to create a major energy company with assets worth KRW 100 trillion (US$72.5 billion)
Huawei has sued MediaTek in China for alleged 5G patent infringement. This strategic move aims to boost Huawei's HiSilicon by weakening MediaTek and potentially influencing other phone brands. It might also serve as a warning shot to Qualcomm
China's automobile exports have shown significant growth in recent years, with the export volume reaching 5.22 million units in 2023, nearly 800,000 more than Japan's, making China the world's largest automobile exporter. According to DIGITIMES Research's latest report covering China's automobile exports, China's automobile export shows several obvious characteristics such as rapidly rising volume and value, electric vehicles becoming mainstream models, and diversifying export markets
Since Donald Trump has openly requested "protection fees" from Taiwan, various interpretations have emerged to gauge the attitude of the United States towards Taiwan's role in the global semiconductor industry. Local industry experts commented that if Trump made a public statement asking for money to commit to Taiwan's protection, it should be interpreted positively
Hyundai Motor is set to reshape South Korea's eco-friendly bus market by significantly bolstering its hydrogen bus business. The automaker plans to make a substantial investment in Kohygen, a company specializing in hydrogen bus charging stations, to establish over 300 charging stations nationwide
Samsung Electronics is making significant strides with its next-generation mobile application processor, the Exynos 2500. Despite initial reports of low yield rates, recent industry updates suggest substantial progress. The success of this chip could be a turning point for Samsung's wafer foundry and System LSI businesses, particularly if it secures a place in the Galaxy S25 series smartphones
Samsung Electronics is reportedly adjusting its investment pace and postponing the construction of the wafer foundry line at its Pyeongtaek Plant 4 (P4) due to difficulties in securing major foundry customers
As the AI era unfolds, the demand for memory solutions that maximize performance while minimizing power consumption is growing exponentially. Samsung Electronics is reportedly developing next-generation memory solutions, including vertically stacked 4F square structure DRAM and 3D DRAM, to meet these evolving needs
Instead of building a foundry production line at its P4 facility as previously planned, Samsung Electronics reportedly plans to prioritize building a memory production line, highlighting the company's strategy to solidify its position in the memory market, particularly Enterprise Solid-State Drives (eSSDs) driven by AI
MediaTek has issued a statement confirming that Huawei has filed a lawsuit against the company. This legal action may indicate a significant shift in Huawei's approach to patent licensing
Global stock markets tumbled the day after news about US Republican presidential candidate Donald Trump's accusation about Taiwan taking the chip business from the United States and that he would impose 60% tariffs on goods from China and 10% on all goods from other countries
Fanuc America, a subsidiary of Japan-based Fanuc, has completed construction of its new West Campus facility in Auburn Hills, Michigan. This marks Fanuc's second US facility since 2019 and underscores its commitment to bolstering North American investment. The expansion aims to meet the surging demand for factory automation, particularly within the automotive assembly sector
ASML's surging sales to China in the second quarter accounted for nearly half of the Dutch company's revenue, revealing the limited impact of US export restrictions so far as the Biden administration considers even tougher curbs
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without giving anything in return. He also reiterated his belief that Taiwan should pay for defense and protection from the United States. However, a closer look reveals several misconceptions in Trump's statements regarding the US-China chip war
